First Manhattan’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$61.4K | – | 1285 |
|
|
2024
Q1 | $61.4K | Hold |
2,000
| – | – | ﹤0.01% | 841 |
|
|
2023
Q4 | $61.8K | Hold |
2,000
| – | – | ﹤0.01% | 827 |
|
|
2023
Q3 | $49.3K | Hold |
2,000
| – | – | ﹤0.01% | 868 |
|
|
2023
Q2 | $40.5K | Sell |
2,000
-506
| -20% | -$10.3K | ﹤0.01% | 922 |
|
|
2023
Q1 | $53.5K | Hold |
2,506
| – | – | ﹤0.01% | 905 |
|
|
2022
Q4 | $46.8K | Buy |
+2,506
| New | +$46.8K | ﹤0.01% | 958 |
|
|
2021
Q3 | – | Sell |
-111
| Closed | -$1K | – | 1701 |
|
|
2021
Q2 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 1539 |
|
|
2020
Q3 | – | Sell |
-442
| Closed | -$5K | – | 1469 |
|
|
2020
Q2 | $5K | Hold |
442
| – | – | ﹤0.01% | 1252 |
|
|
2020
Q1 | $4K | Buy |
+442
| New | +$4K | ﹤0.01% | 1254 |
|